Institutional Ownership Nuveen Preferred & Income Opportunities Fund (JPC)
This table provides information about the institutional ownership of Nuveen Preferred & Income Opportunities Fund (JPC). We have compiled data on the 337 institutions that hold shares in the stock, with a total of 71.5 Million shares, which have been reported (via 13F filing form) to have a value of $577 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
22,129
shares
|
$178,802
0.0% of portfolio
|
Q3 2025
Added 51.84%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
22,075
shares
|
$178,366
0.03% of portfolio
|
Q3 2025
Added 40.37%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
21,998
shares
|
$177,743
0.0% of portfolio
|
Q3 2025
Reduced 14.56%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
21,710
shares
|
$175,416
0.01% of portfolio
|
Q2 2025
Reduced 37.71%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
21,584
shares
|
$174,398
0.06% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
21,564
shares
|
$174,237
0.0% of portfolio
|
Q3 2025
Added 22.1%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
21,511
shares
|
$173,808
0.01% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
21,424
shares
|
$173,105
0.01% of portfolio
|
Q1 2024
Added 13.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
20,922
shares
|
$169,049
0.0% of portfolio
|
Q2 2025
Reduced 75.12%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
20,716
shares
|
$167,385
0.04% of portfolio
|
Q3 2025
Added 56.84%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
20,662
shares
|
$166,948
0.04% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
20,318
shares
|
$164,169
0.01% of portfolio
|
Q3 2025
Reduced 44.75%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
20,222
shares
|
$163,393
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20,000
shares
|
$161,600
0.01% of portfolio
|
Q1 2020
Reduced 61.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
19,926
shares
|
$161,002
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
19,879
shares
|
$160,622
0.05% of portfolio
|
Q1 2025
Reduced 8.74%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
19,832
shares
|
$160,242
0.07% of portfolio
|
Q3 2025
Added 12.36%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
19,818
shares
|
$160,129
0.1% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
19,175
shares
|
$154,934
0.01% of portfolio
|
Q3 2025
Added 14.82%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
18,991
shares
|
$153,447
0.01% of portfolio
|
Q1 2025
Reduced 29.28%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,755
shares
|
$151,540
0.0% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
18,443
shares
|
$149,019
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
18,422
shares
|
$148,849
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
18,373
shares
|
$148,453
0.01% of portfolio
|
Q1 2025
Added 43.08%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
18,352
shares
|
$148,284
0.0% of portfolio
|
Q3 2025
Added 25.68%
|
|